| Merit Financial Group, LLC |
| 0.04% | 0.05% | #7 | $6.6M | 248,263 | $6.2M | 243,341 | +4,922+2.02% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #14 | $6.5M | 246,018 | $6.1M | 240,542 | +5,476+2.28% | Add |
| James Hambro & Partners LLP |
| 0.05% | 0.05% | #6 | $1.4M | 52,283 | $1.3M | 52,283 | 00.00% | Unchanged |
| 55 North Private Wealth, LLC |
| 0.24% | — | #1 | $1.2M | 45,186 | $0 | 0 | +45,186 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #23 | $1.1M | 43,224 | $1.1M | 43,981 | -757-1.72% | Reduce |
| SEI INVESTMENTS CO |
| <0.01% | — | #27 | $697,950 | 26,295 | $0 | 0 | +26,295 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #29 | $528,678 | 19,918 | $387,551 | 15,321 | +4,597+30.00% | Add |
| Stewardship Advisors, LLC |
| 0.11% | 0.11% | #4 | $522,472 | 19,684 | $500,209 | 19,775 | -91-0.46% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #26 | $521,330 | 19,641 | $498,000 | 19,691 | -50-0.25% | Reduce |
| AMERIFLEX GROUP, INC. |
| 0.18% | — | #2 | $436,367 | 16,440 | $0 | 0 | +16,440 | New Buy |
| CORA CAPITAL ADVISORS LLC |
| 0.12% | 0.13% | #3 | $418,265 | 15,758 | $398,093 | 15,738 | +20+0.13% | Add |
| Beacon Pointe Advisors, LLC |
| <0.01% | <0.01% | #24 | $370,738 | 13,969 | $382,764 | 15,129 | -1,160-7.67% | Reduce |
| LexAurum Advisors, LLC |
| 0.04% | 0.04% | #9 | $305,882 | 11,524 | $302,200 | 11,947 | -423-3.54% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #30 | $275,503 | 10,380 | $0 | 0 | +10,380 | New Buy |
| Patriot Financial Group Insurance Agency, LLC |
| 0.02% | 0.03% | #11 | $235,888 | 8,887 | $484,400 | 19,150 | -10,263-53.59% | Reduce |
| COMPASS CAPITAL CORP /MA/ /ADV |
| 0.07% | 0.08% | #5 | $222,148 | 8,353 | $210,704 | 8,205 | +148+1.80% | Add |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #21 | $210,645 | 7,936 | $214,324 | 8,473 | -537-6.34% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #32 | $150,000 | 5,653 | $44,000 | 1,733 | +3,920+226.20% | Add |
| Global Retirement Partners, LLC |
| <0.01% | — | #22 | $132,821 | 5,004 | $0 | 0 | +5,004 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.01% | — | #16 | $105,668 | 3,981 | $0 | 0 | +3,981 | New Buy |
| Silver Grove Financial Group, Inc. |
| 0.04% | 0.05% | #8 | $66,119 | 2,491 | $63,010 | 2,491 | 00.00% | Unchanged |
| Innovative Asset Advisors Group, LLC |
| 0.02% | — | #12 | $52,130 | 1,964 | $0 | 0 | +1,964 | New Buy |
| WPG Advisers, LLC |
| 0.03% | 0.03% | #10 | $45,946 | 1,731 | $44,190 | 1,747 | -16-0.92% | Reduce |
| Pinnacle Wealth Planning Services, Inc. |
| <0.01% | <0.01% | #19 | $45,335 | 1,708 | $43,356 | 1,714 | -6-0.35% | Reduce |
| Apeiron RIA LLC |
| 0.01% | — | #13 | $37,449 | 1,387 | $0 | 0 | +1,387 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #35 | $35,497 | 1,353 | $34,259 | 1,353 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #34 | $30,418 | 1,146 | $2,378 | 94 | +1,052+1,119.15% | Add |
| Cornerstone National Bank & Trust Co |
| 0.01% | 0.01% | #17 | $16,589 | 626 | $19,925 | 785 | -159-20.25% | Reduce |
| Rossby Financial, LCC |
| <0.01% | <0.01% | #20 | $14,227 | 536 | $13,605 | 536 | 00.00% | Unchanged |
| Whipplewood Advisors, LLC |
| 0.01% | 0.01% | #15 | $10,750 | 405 | $10,245 | 405 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | 0.03% | #28 | $9,635 | 363 | $824,542 | 32,597 | -32,234-98.89% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #36 | $7,034 | 265 | $0 | 0 | +265 | New Buy |
| FMR LLC |
| <0.01% | — | #37 | $6,291 | 237 | $0 | 0 | +237 | New Buy |
| Cape Investment Advisory, Inc. |
| <0.01% | — | #25 | $4,778 | 180 | $0 | 0 | +180 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #33 | $4,653 | 175 | $7,942 | 314 | -139-44.27% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #31 | $4,061 | 153 | $2,360 | 93 | +60+64.52% | Add |
| IFG Advisory, LLC |
| <0.01% | <0.01% | #18 | $1,518 | 60 | $1,518 | 60 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #38 | $345 | 13 | $0 | 0 | +13 | New Buy |
